David Gurievsky is a registered investment advisor at B. Riley Wealth Advisors, INC., based in Tampa, FL, with 35 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 17,372 clients with $7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B. Riley Wealth Advisors offers investment management through various programs. The Advisor-as-Portfolio Manager (APM) program allows your advisor to manage your account, potentially using outside managers. You'll pay an annual fee based on the value of your portfolio, which is negotiable up to a maximum. Transaction fees may be included or billed separately.
Third-Party Managed Programs are also available, utilizing the Envestnet platform. These programs also charge an annual fee based on the value of your portfolio, not exceeding 2.75%, which is negotiable. These programs may also be wrap fee programs.
Other third-party managed programs are available through Brinker, SEI, and AssetMark, with minimums starting at $500,000 for Brinker.
Location
Tampa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David uses Gurievsky Financial Corp to process commissions and business expenses related to his financial advisor business, dedicating a few hours per week. He also serves on the board and executive committee of Jewish Children's Regional Service, co-chairs Team USA for Maccabi USA, and owns rental property through 34 Country LLC.
Employment History
Current Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth Management
B. Riley Wealth ManagementBroker
Previous Registrations
B Riley Wealth Management
Wells Fargo Advisors Financial Network, LLCBroker
Jwgenesis Financial Group, INCBroker
Chatfield Dean & CO., INC.Broker
State Registrations29 states
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